401(k) · DOL Form 5500 · 2023

Tri State Truck Center, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
328
Participants Below avg headcount
79th
Percentile by assets National rank
$87,617
Avg per participant Below avg balance/head
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Official DOL plan name: Advantage Truck Group, LLC 401(k) Plan · Sponsored by Tri State Truck Center, LLC · Massachusetts · Transportation & Warehousing

$29M in assets, 328 participants

Tri State Truck Center, LLC's Advantage Truck Group, LLC 401(k) Plan reported $29M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,603 in Transportation & Warehousing (3,362 peers)

Coverage in Massachusetts

Advantage Truck Group, LLC 401(k) Plan covers 328 participants in Massachusetts, about 50% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

#2,603
in Transportation & Warehousing (3,362 peers)
+60.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Advantage Truck Group, LLC 401(k) Plan's outsized position by total assets

Advantage Truck Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$28,738,505 Top 21% higher than 79% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Advantage Truck Group, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantage Truck Group, LLC 401(k) Plan sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advantage Truck Group, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Advantage Truck Group, LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Advantage Truck Group, LLC 401(k) Plan reported participants rose from 290 in the plan year 2022 filing to 328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042840481 · Tri State Truck Center, LLC PY 2023 · 401(k)

Advantage Truck Group, LLC 401(k) Plan · $29M · 328 · 79th

  • 5500 $29M
  • 5500 328
  • 5500 79th
  • 5500 401(k)
  • 5500 near Morgan Services, Inc. Savings Plus Plan
  • 5500 ind #2603

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Advantage Truck Group, LLC 401(k) Plan in the asset neighbourhood

Advantage Truck Group, LLC 401(k) PlanAdvantage Truck Group, LLC 4…$29MMorgan Services, Inc. Savings Plus PlanMorgan Services, Inc. Saving…$29MNew Dream Network, LLC$29MThe Bank of East Asia, Limited Savings PlanThe Bank of East Asia, Limit…$29MAteeco, Inc. Employees Profit Sharing & 401(k) PlaAteeco, Inc. Employees Profi…$29M
End-of-year total assets ($M) among Advantage Truck Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN042840481
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri State Truck Center, LLC)

Sponsor-wide plan assets over time

All Tri State Truck Center, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 82.86050540627517% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.9M $32.7M ▲ +82.8%
Year Plans Participants Total Assets
2022 1 290 $18M
2023 1 328 $29M
2024 1 388 $33M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Advantage Truck Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Advantage Truck Group, LLC 401(k) Plan, Total assets ($B): 0.028738505 · Participants: 328Advantage Truck Group, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Advantage Truck Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Advantage Truck Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Morgan Services, Inc. Savings Plus Plan in IL ($29M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advantage Truck Group, LLC 401(k) Plan assets move in 2023?
Advantage Truck Group, LLC 401(k) Plan surged - up 60.6% during 2023, from $18M to $29M. Reported net income was $4M.
How have Tri State Truck Center, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Tri State Truck Center, LLC's sponsor-wide assets grew 82.9%, from $18M to $33M.
Where does Advantage Truck Group, LLC 401(k) Plan rank by assets among Form 5500 filers?
Advantage Truck Group, LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advantage Truck Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Morgan Services, Inc. Savings Plus Plan in IL ($29M, 592 participants).
Which 401(k) plans cover a similar participant headcount to Advantage Truck Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (328 participants, $558K in assets).